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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,676 | $73,787-84.2% | $98,716-88.2% | $82,448-85.8% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.3%-5.3pp | 68.1%-4.1pp |
| Annual return | 17.07% | 18.57%-1.5pp | 31.81%-14.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,898 | $3,081-38.4% | $4,048-53.1% | $4,139-54.1% |
| Admin fee / account holder | $779 | $6,500-88.0% | $8,703-91.1% | $7,234-89.2% |